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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,994 | $107,378-57.2% | $108,582-57.6% | $57,658-20.2% |
| Participation rate | 27.7% | 77.1%-49.4pp | 79.6%-51.9pp | 70.2%-42.6pp |
| Annual return | 8.92% | 12.80%-3.9pp | -51.70%+60.6pp | 5.13%+3.8pp |
| Employer contribution / active EE | $0 | $1,782-100.0% | $3,758-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,494 | $3,221-53.6% | $4,311-65.3% | $3,061-51.2% |
| Admin fee / account holder | $19 | $108-82.4% | $7,645-99.8% | $95-79.8% |